Reminds me of what I had thought and mentioned earlier, if the ecosystem of restaurants/agents are in pain, it’s only so far you can go…
Interesting is that such companies keep changing narratives…I read somewhere that they mentioned their some other business can be bigger than food delivery…so while some may think it’s good they do not wait for disruption to happen to them…but do they really have a long term business model to make the ecosystem better or they just using gaps for only themselves and how far can that go…I don’t know…
Disc. Above thought academic and can be completely wrong in all my assessments above
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